by Bryan Hakola | Jun 5, 2025 | DST
Investing in real estate through a Delaware Statutory Trust (DST) offers a compelling opportunity for investors seeking portfolio diversification and potential tax advantages. Central to evaluating DST investments is understanding how property-purchase loans, or debt,...
by Bryan Hakola | Jul 15, 2024 | DST
Vetting and conducting due diligence on our Delaware Statutory Trust (DST) sponsors is critical to safeguarding your investments and ensuring alignment with your financial goals. This strict question/answer process allows us to assess the sponsor’s track record,...
by Bryan Hakola | Jul 14, 2024 | Diversified Investment Strategies, Real Estate Investors
In the dynamic landscape of real estate investment, strategic decisions hinge upon an intricate balance between risk and return. Four distinct categories—Core, Core Plus, Value-Add and Opportunistic—emerge as key examples, each offering unique opportunities and...
by Bryan Hakola | Dec 11, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST but having a hard time giving up control? In this two-part series I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to consider, how it benefits your heirs, and...
by Bryan Hakola | Nov 20, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST or an UPREIT via a 1031 exchange but are having a hard time giving up control? In this two-part series, I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to...